Hi, I'm Ashwin
- MBA
- CPA
- CFP®
- CFA
I help individuals and families plan, optimize, and achieve their wealth goals.
Individuals & families
Who I Serve
I work with individuals and families earning $200,000+ or with $500,000+ in investable assets seeking coordinated wealth planning.
- Corporate professionals
- Self employed professionals
- Small business owners
- Executives and senior leaders
- Retirees
Advisory Services
What I Do
I provide coordinated financial planning integrating tax, investment, and retirement decisions to help clients manage and grow their wealth.
- Investment planning & monitoring
- Retirement planning
- Tax planning & preparation
- Comprehensive financial planning
- Tailored financial guidance as needed
My approach ensures all financial decisions work together, helping clients stay organized, reduce taxes, and achieve long-term goals.
Why Work With Me
Why Me
Fee-only financial advice
I’m compensated only by my fees, ensuring my advice is fully aligned with your interests.
Extensive qualifications
With 25+ years of experience and CPA, CFP®, and CFA credentials, I bring the expertise clients seek in a wealth planner.
Integrated expertise
Your tax, investment, retirement, and overall finances are coordinated and aligned under one advisor.
Selective client roster
I work with a limited number of clients so each client receives my full attention.
Direct access
I'm always a call or email away.
Ready to Get Started?
Plan, optimize, and achieve your wealth goals with coordinated guidance.
Book a complimentary 30-minute call with me.
Client Experiences
Testimonials
★★★★★
“Ashwin helped us align our income with retirement, investments, and goals, giving clarity, direction, and a realistic wealth plan.”
Rajvi & Ravi
Alpharetta, GA
★★★★★
“Working with Ashwin transformed our financial planning, providing coordinated guidance across retirement, taxes, and investments, and confidence for the future.”
Susan & Dave
Cumming, GA
★★★★★
“As a self-employed couple, we didn’t know where to start. Ashwin created a customized investment and retirement plan efficiently.”
Michele & Chris
Johns Creek, GA
Common Questions
FAQ
Who are your services suited for?
My services suit individuals and families earning $200,000+ or with $500,000+ in assets seeking coordinated wealth planning.
What is your fee structure?
I provide fee-only advice with flat fees for wealth planning and tax preparation.
How do your credentials help me?
My CPA, CFP®, and CFA credentials allow me to integrate tax, investments, and wealth planning for coordinated advice.
Do you offer any free services?
I provide a free review of your current wealth plan to identify missed optimization opportunities.
How do I get started.
We start with a brief call. If we proceed, I’ll email an engagement letter and a list of required items.
BOOK A CONSULTATION
Schedule a Complimentary 30-Minute Call
Select a time that works for you. The session is complimentary and runs 30 minutes.
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